Institutional Ownership Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY). We have compiled data on the 5,341 institutions that hold shares in the stock, with a total of 557 Million shares, which have been reported (via 13F filing form) to have a value of $371 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
46,316
shares
|
$30.8 Million
18.18% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
46,220
shares
|
$30.8 Million
13.4% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,987
shares
|
$30.6 Million
0.58% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
45,860
shares
|
$30.5 Million
13.69% of portfolio
|
Q4 2025
Added 48.55%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
45,678
shares
|
$30.4 Million
5.36% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
45,527
shares
|
$30.3 Million
5.04% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
45,420
shares
|
$30.2 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2025 Q3 2025 |
45,352
shares
|
$30.2 Million
1.49% of portfolio
|
Q3 2025
Reduced 79.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
45,197
shares
|
$30.1 Million
2.6% of portfolio
|
Q4 2025
Reduced 16.29%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
45,124
shares
|
$30 Million
2.79% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
45,107
shares
|
$30 Million
4.04% of portfolio
|
Q4 2022
Added 1.01%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
45,033
shares
|
$30 Million
2.32% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
45,016
shares
|
$30 Million
0.35% of portfolio
|
Q4 2025
Added 70.91%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
44,585
shares
|
$29.7 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
44,580
shares
|
$29.7 Million
9.13% of portfolio
|
Q4 2023
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
44,419
shares
|
$29.6 Million
7.37% of portfolio
|
Q4 2025
Added 15.07%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
44,386
shares
|
$29.5 Million
2.65% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
44,373
shares
|
$29.5 Million
5.16% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
44,363
shares
|
$29.5 Million
19.3% of portfolio
|
Q3 2025
Added 113.39%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
44,073
shares
|
$29.3 Million
0.96% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
44,073
shares
|
$29.3 Million
13.74% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
43,922
shares
|
$29.2 Million
7.33% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
43,914
shares
|
$29.2 Million
2.12% of portfolio
|
Q4 2025
Reduced 2.96%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
43,806
shares
|
$29.2 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
43,791
shares
|
$29.2 Million
2.72% of portfolio
|
Q3 2025
Reduced 0.46%
|
|